Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
On-Line House50-56 North StreetHorshamWest SussexRH12 1RDUNITED KINGDOM- Phone
- +4401403214200
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Complaints Contact
On-Line House50-56 North StreetHorshamWest SussexRH12 1RDUNITED KINGDOM- Phone
- +4401403214200
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
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Pension Transfer Advice
For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Islamic Mortgage Advice
For Customer, Home purchase plans
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
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Islamic Mortgage Arranging
For Customer, Home purchase plans
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Arranges Asset Safekeeping
For Retail (Investment), Professional, Life Policy, Warrant, Government and public security, Personal pension scheme, Debenture, Share, Unit, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security)
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Credit Brokering
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Stockbroking
For Professional, Retail (Investment), Structured Deposits, Warrant, Government and public security, Personal pension scheme, Debenture, Share, Unit, Rights to or interests in investments (Contractually Based Investments), Certificates representing certain security, Rights to or interests in investments (Security), Stakeholder pension scheme, Life Policy
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Consumer Loans
Show 1 limitation Hide limitations
- · Limited to lending that is in connection with the repayment of fees which are only for ongoing services or regular premiums.
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Loan Servicing
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Islamic Mortgage Setup
For Customer, Home purchase plans
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Manages Your Portfolio
For Professional, Retail (Investment), Structured Deposits, Life Policy, Government and public security, Personal pension scheme, Share, Unit, Rights to or interests in investments (Security), Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Warrant, Certificates representing certain security, Debenture
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Shirley Nadine Dooley
IRN SND01016
- (1013)CF21 Investment Adviser (24 Jun 2004 to 6 Apr 2007)
- (1012)CF22 Investment Adviser (Trainee) (24 Oct 2003 to 24 Jun 2004)
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Sian Vaulters
IRN SXV01109
- (531)CF4 Partner (AR) (23 Jun 2004 to 6 Jul 2006)
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Simon Andrew Rollison
IRN SAR00042
- (711)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (713)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (712)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (714)CF1 Director (AR) (since 26 Mar 2018)
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Simon Anthony Loveday
IRN SAL01129
- (1742)CF30 Customer (19 Feb 2010 to 1 Nov 2011)
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Simon Antony Sharpe
IRN SXS00121
- (1129)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Oct 2003)
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Simon Christopher Collis
IRN SCC00007
- (102)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (101)21. Advising or arranging (bringing about) equity release transactions
- (103)Appointed representative dealing with clients for which they require qualification (since 27 Aug 2020)
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Simon David Farquhar
IRN SDF01044
- (2649)CF1 Director (AR) (21 Nov 2007 to 1 Dec 2008)
- (2647)CF30 Customer (1 Nov 2007 to 1 Dec 2008)
- (2648)CF22 Investment Adviser (Trainee) (15 Mar 2007 to 31 Oct 2007)
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Simon Goodley
IRN SFG01010
- (2204)CF21 Investment Adviser (30 May 2003 to 5 Feb 2004)
- (2205)CF4 Partner (AR) (19 Dec 2001 to 3 Jun 2003)
- (2206)CF1 Director (AR) (19 Dec 2001 to 19 Dec 2001)
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Simon Gray
IRN SXG02345
- (1262)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1264)Director of firm who is not a certification employee or a SMF manager (since 9 Jan 2020)
- (1263)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1265)CF1 Director (AR) (since 26 Jul 2016)
- (2011)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2020)
- (2012)Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 9 Jan 2020)
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Simon James Voysey
IRN SJV01036
- (406)CF30 Customer (21 Oct 2008 to 27 Oct 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Marks Wealth Management Limited (no longer appointed)
FRN 495909 · Appointed 3 Feb 2009 · Until 2 Jan 2014
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SJS Financial Planning Limited (no longer appointed)
FRN 495906 · Appointed 3 Feb 2009 · Until 2 Oct 2010
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Smith Osborne Associates Ltd (no longer appointed)
FRN 493710 · Appointed 29 Dec 2008 · Until 23 Dec 2014
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Reeves Financial
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trading name added: IN Partnership - Scotland
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trading name added: IN Partnership
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trading name added: Great Oak Financial Services
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trading name added: Foundation Financial Services
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trading name added: Classic Mortgages (Lancashire)
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trading name added: AP Financial Planning Services
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trading name added: Woodhatch Financial
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trading name added: Town and County Partnership
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trading name added: Town & Country Partnership